Kim Ibrahim is a financial advisor at Grant Tani Barash & Altman, LLC with 14 years of industry experience. He holds a Series 65 designation and has been with the firm since 2004. Prior to that, he worked at Grant Tani Barash & Altman, Inc. beginning in 2000. Grant Tani Barash & Altman, LLC is an SEC-registered business management and investment advisory firm serving ultra-high-net-worth individuals and various institutional clients. The firm offers bundled business-management services alongside customized investment advice, acting as a multi-family office liaison with a focus on non-discretionary investment recommendations and short-term cash management.

Roberto Romero Leon is a financial advisor at Mosley Wealth Management, Inc. in Anaheim, CA, holding a Series 65 license with two years of industry experience. His prior roles include positions at Gideon Strategic Partners, Local Tax, and Northwestern Mutual Investment Services LLC. He is also engaged in insurance sales through Mosley Insurance and Financial Services, Inc. Mosley Wealth Management serves individual and high-net-worth clients as well as charitable organizations, offering discretionary and non-discretionary investment management and financial planning. The firm employs a top-down, macroeconomic approach to asset allocation and incorporates various investment vehicles alongside third-party analysis and quantitative risk profiling.

Mitra Shahi is an advisor at Wealth Management Partners, LLC with no prior industry experience. She has been with Wealth Management Partners since 2026 and held roles at Pesar Corp and Dapa Corp before that. Wealth Management Partners serves individuals, trusts, pension and profit-sharing plans, and corporate clients by providing discretionary asset management, financial planning, and retirement plan consulting. The firm employs a mix of fundamental, technical, and quantitative investment approaches and actively uses derivatives, margin, and digital asset advisory services.

Vance Albitz is a CFP® professional with 10 years of industry experience, currently serving as an advisory representative and vice president at Albitz/Miloe and Associates, Inc. He has worked at Cetera-affiliated firms since 2016. Outside of his advisory role, he is the founder and president of the nonprofit organization Sports 4 Mankind. Albitz/Miloe and Associates is an SEC-registered advisory firm managing approximately $821 million in assets for individual and high-net-worth clients, trusts, charities, and corporate plans. The firm offers discretionary and non-discretionary services utilizing a range of investment vehicles and maintains regular client contact with an advisory team that includes credentialed planners and analysts.

K Lee is a financial advisor at Syndicated Capital, Inc. with 16 years of industry experience and holds a Series 66 designation. Lee’s work history includes 28 years in various schools. Syndicated Capital, Inc. provides money management and wealth management services to individuals, trusts, corporations, and 401(k) plans. The firm manages portfolios on both discretionary and non-discretionary bases and offers customized advisory programs without account minimums.

Wayne Park is a financial advisor at Allmerits Asset, LLC with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including Think Wealth, LLC and Kayan Securities, Inc. In addition to his advisory role, he is a marketing executive involved in personal and commercial insurance sales through Cal-Kor Insurance Service. Allmerits Asset, LLC provides discretionary portfolio management using third-party sub-advisers and digital platforms, serving individuals, corporations, charities, and retirement plans. The firm utilizes tactical and strategic asset allocation and offers ERISA non-fiduciary retirement plan consulting and hourly-priced financial consulting engagements.

Michael Provenzano is a financial advisor at Grant Tani Barash & Altman, LLC with a Series 65 designation and one year of industry experience. He has been with Grant Tani Barash & Altman since 2018 and previously worked at PricewaterhouseCoopers LLP from 2016 to 2018. Grant Tani Barash & Altman, LLC is an SEC-registered business management and investment advisory firm serving ultra-high-net-worth individuals, pension and profit-sharing plans, trusts, estates, private foundations, corporations, and partnerships. The firm offers bundled business-management services alongside investment recommendations and due diligence, focusing on customized asset allocation and multi-family office liaison roles.

Richard Holtz is a financial advisor at Ocean Park Capital Management, LLC with 24 years of industry experience. He holds a Series 65 designation and has worked at Ocean Park Capital Management since 1999. Outside of his advisory role, he is the Racing Manager for Broad Racing LLC, where he is involved in buying, selling, and racing horses. Ocean Park Capital Management provides investment management exclusively to pooled investment vehicles, focusing on fundamental research to identify early inflection points. The firm employs an aggressive trading style that includes short-term trading, short sales, options, and opportunistic use of leverage, managing portfolios on a discretionary basis within broad fund mandates.

Robert Vargas is a CFP®-credentialed financial advisor with five years of industry experience, currently serving at Ministry Partners Securities, LLC. His prior work includes roles at Edward Jones, ADP Inc., and Paychex, Inc. He has an interest in payment solutions, as noted by his association with Ultimate Payment Solutions. Ministry Partners Securities, LLC serves individuals, high-net-worth clients, trusts, estates, churches, faith-based organizations, and qualified retirement plan participants. The firm integrates clients’ religious or ethical values into tailored financial planning and refers most accounts to third-party asset managers while providing ongoing advice and planning services.

Nicholas Ozer is a CFP® and Series 66 licensed advisor with Regatta Capital Group, LLC, where he has worked for 11 years. He has 13 years of industry experience in financial advising. Regatta Capital Group is an SEC-registered firm serving individuals, high-net-worth clients, institutional investors, and various entities. The firm employs a long-term, fundamental-analysis approach to portfolio management, offering wealth management, financial planning, retirement plan advisory, and digital-asset account facilitation, alongside managing private pooled investment vehicles.

Allison Kapadia is a financial advisor at K2 Financial Inc. with nine years of industry experience. She holds a Series 66 designation and has held positions at Lincoln Investment and Legend Advisory, LLC. In addition to her advisory role, she is a 25% owner and tax preparer at Krellwitz, Kurimoto & Associates, managing firm operations and preparing tax returns for clients. K2 Financial is a registered investment adviser with a team of eight advisors managing approximately $191.6 million for individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a primarily long-term, discretionary investment approach using mutual funds, ETFs, stocks, bonds, options, and third-party managers, and operates affiliated businesses including a tax-preparation practice and an insurance agency.

Claudia Song is a Series 65 licensed advisor with Allmerits Asset, LLC, bringing two years of industry experience. She previously worked at Apiis Financial and Mass Mutual. In addition to her advisory role, she is active as an insurance agent and field manager at Allmerits Financial and Insurance Services. Allmerits Asset, LLC provides discretionary portfolio management using third-party sub-advisers and digital platforms, serving individuals, corporations, charities, and pension/profit-sharing plans. The firm employs tactical and strategic asset allocation and offers retirement plan consulting alongside standalone financial consulting.

Eric Oh is a CFP® and ChFC® professional with 17 years of experience at Chatterton & Associates in Anaheim, CA. He has worked at OSAIC and Chatterton & Associates since 2008, serving as a financial planner focusing on fee-based investment products. Chatterton & Associates advises individuals, including high-net-worth clients, and pension/profit-sharing plans, providing asset management, financial planning, retirement plan advisory, tax preparation, bookkeeping, and business consulting services. The firm applies a top-down investment approach using SEI asset-allocation models and manages approximately $1.33 billion in assets for over 1,500 clients.

Sandra Field is a CFP® professional at Asset Planning, Inc. in Los Alamitos, CA, with 28 years of industry experience. She has been with Asset Planning since 1998 and has an additional background with Ian D Brodie MD FRCS Inc. since 1980. Asset Planning, Inc. provides personal financial planning and investment management to individuals, families, and related entities, focusing on customized portfolio construction using a strategic asset allocation framework that combines passive and active investment strategies. The fee-only firm manages approximately $552 million in discretionary assets across about 373 client households.

Adam Werthmuller is a financial advisor at Banyan Tree Asset Management, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at CitiGroup Global Markets Inc. and several other firms. Banyan Tree Asset Management is a discretionary fixed-income investment adviser serving ultra-high net worth individuals and institutional clients. The firm focuses on active, credit-oriented fixed income strategies and manages portfolios on a discretionary basis, often employing leverage when authorized by clients.

Travis Bettfreund is a financial advisor at K2 Financial Inc. with nine years of industry experience. He holds the Series 66 designation and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Bettfreund is a co-owner and director of advisors at K2 Financial and has ownership interests in related affiliated entities. K2 Financial is a registered investment adviser with a team of eight advisors managing approximately $191.6 million for about 393 clients. The firm offers wealth and investment management, financial planning, and retirement-plan advisory services, employing a primarily long-term, discretionary portfolio approach using a range of investment vehicles including mutual funds, ETFs, stocks, bonds, and options.

John Marshall is a financial advisor at B.B. Graham & Company, Inc. with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at B.B. Graham since 2019, following an 11-year tenure at RBC Capital Markets, LLC. Outside of his advisory role, he is licensed as a life insurance agent and operates Jay W. Marshall Wealth Management LLC. B.B. Graham & Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm employs fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary asset management, with a significant portion managed on a non-discretionary basis.

Frank Schweitzer is a financial advisor with Syndicated Capital, Inc., holding a Series 63 designation and over 40 years of industry experience. He has worked at Syndicated Capital since 2014 and at First Wilshire Securities Management, Inc. since 1983. In addition to his advisory role, he is a self-employed insurance broker specializing in disability, life, and major medical insurance products. Syndicated Capital, Inc. provides money management, portfolio management, and wealth management services to individuals, trusts, corporations, and 401(k) plans. The firm offers customized advisory programs with no account minimums, managing both discretionary and non-discretionary assets through various publicly traded securities tailored to clients’ objectives and risk tolerances.

James Watson is a financial advisor at Cypress Wealth Services, LLC, with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Advisors Financial Network LLC, LPL Financial, and Trost Financial Planning Group. Watson is also a licensed life and health insurance agent in California. Cypress Wealth Services is an SEC-registered advisory firm managing approximately $965.5 million for over 700 clients. The firm serves high-net-worth individuals, families, trusts, estates, and businesses, providing discretionary investment management, financial planning, and retirement plan consulting with a focus on fundamental analysis and long-term investment strategies.

Kraig Strom is a CFP® and ChFC® with 22 years of industry experience, currently serving at Secura Financial. His career includes roles at Arkadios Capital, Barth Calderon LLP, and Crown Capital Securities. Outside of financial advising, he is active as a director on the board of the Porsche Club of America, president of CHL Motors Inc., founder of Cars & Coffee Corona, and hosts a podcast and YouTube channel focused on general content. Secura Financial provides fee-based personalized financial planning and discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs fundamental and cyclical analysis with a range of strategies, including the use of options, margin, and derivatives, and also offers third-party money manager placements and co-advisory wrap fee programs.